Capital Ideas podcast

Capital Group portfolio managers Caroline Randall and David Hoag discuss their outlook for the economy and markets. Can stocks continue their relentless climb? Has the hype surrounding artificial intelligence gone too far? Is the U.S. Federal Reserve going to cut interest rates before the end of the year? Our portfolio managers answer those questions and more. #CapGroupGlobal For full disclosures...

Capital Group CEO Mike Gitlin interviews John Queen, a fixed income portfolio manager based in our West LA office. As a long-time bond investor, John discusses his outlook for interest rates and inflation. He explains how he found a career, and a life partner, in the halls of Capital Group. And he reveals a certain bobblehead, with a familiar face, that he keeps displayed in his office. #CapGroupG...

Capital Group portfolio manager Dimitrije Mitrinovic explains why knowing when to be patient, and when to be bold are critical to uncovering hidden gems in the small-cap universe. He outlines the characteristics he looks for in small companies, explains why he considers Sweden a paradise for businesses that can grow through acquisition, and recalls developing a passion for investing as a young man...

China's recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global economy and how artificial intelligence could help fill the gaps. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and...

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes "digitalization" is a powerful investment theme, how he thinks artificial intelligence will transform certain industries, and the lessons he learned from investing in Google. #CapGroupGlobal   For full disclosures go...

New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, David shares what motivated him to write the book and how his ideas can be applied in work and our personal lives.   #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For...

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what's the risk of a recession down the road? Darrell tackles those questions and more. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For our latest insights, pr...

Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset class has evolved over the years, why she travels the world searching for investment opportunities, and how the war in Ukraine has affected her family on a personal level. #CapGroupGlobal For full disc...

Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpinning bond markets and the approach he takes to multisector income portfolios. #CapGroupGlobal   For full disclosures, go to capitalgroup.com/global-disclosures     For our latest insights, practice ma...

Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech's dividend strategy and the rise of Japan. This podcast features excerpts from our April 25 webinar, "U.S. and global equity opportunities." #CapGroupGlobal   For full disclosures, go to capitalgroup.com/global-disclosures   For...

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple's Steve Jobs, and why he keeps a framed picture of zebras in his office. #CapGroupGlobal For full disclosures go to  capitalgroup.com/global-disclosures For latest insights,...

Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of cloud computing, and the rising popularity of weight-loss drugs. This podcast features excerpts from our March 21 webinar, "The Long View: Megatrends to watch." #CapGroupGlobal Related material  Webina...

 As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #CapGroupGlobal For our latest insights, practice management ideas an...

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #CapGroupGlobal For our latest insights, practice management ideas and mor...

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, "Asset allocation for 2024." #CapGroupGlobal Related material Webinar: Asset allocation for 2024   For our latest insights, practic...

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at...

Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #CapGroupGlobal   For...

Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com . If you're based outside of t...

Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for capital" can thrive in the years ahead. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you're based outside of the U...

In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You'll hear about the qualities of an effective management team, how important mentors are, and why women make great...

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our   on the ground approach informs our investment decision making in one of the world's fastest growing economies. #CapGroupGlobal   For our latest insights, practice management ideas and more, subscribe to Capital...

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal   Watch on YouTube: https://bit.ly/CG-Gitlin-playlis...

Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out. Related resources: Election year investing insights For industry-leading insights, support tools and more, subscribe to Capital Ide...

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience. Related resources: 5 keys to investing in 2024 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com . For full disclosures go to capitalgroup.com/global-discl...

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a "massively complicated jigsaw puzzle" that continues to humble and perplex him, even as he plans the next chapter of his life. Related resources: 5 keys to investing in 2024 For industry-leading insights,...